NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Lamboo Resources — Investor Presentation (April 2015)
21 slides from NH3 Clean Energy's investor presentation, April 2015
Slide 1: Pathway to Growth and Revenue
. .. developing high purity flake for new technologies Pathway to Growth and Revenue April 2015
Slide 2: Investment risk and forward-looking statements
Investment in Lamboo Resources Limited (“Lamboo” or the “Company”) is subject to investment risk, including possible loss of income and capital invested. Neither Lamboo, nor any other member company of the Lamboo Group, nor any director, officer or employee guarantees any particular rate of return o
Slide 3: Board and management
Neville Miles – Non-Executive Director / Chairman • COO Invicara • Formerly Senior Manager at Siemens Tony Cormack – Interim CEO / Head of Operations • Formerly Resource Development Manager at Atlas Iron Ltd • 20 years multi-commodity experience with a proven track record of taking projects into pro
Slide 4: Lithium-ion battery and EV market growth
• Market for Lithium-ion batteries expected to Grow 4X by 2020 (Source: Renewable Energy World, September 2014) • Number of EV’s in China to surge by 300% by end 2015 (Source: CIMB China EV boom report, May 2014) • EV population in China to grow at 83% pa through to 2020 (Source: CIMB) • Demand for
Slide 5: McIntosh resource and exploration target
JORC 2012 compliant resource of 7.13Mt @ 4.73% TGC CSA Global generated Exploration Target Estimate of 80 – 127 Mt @ 2.5 – 6.0% TGC across 7 Target areas 12 High Priority Targets identified by VTEM Supermax Survey
Slide 6: McIntosh, Western Australia
McIntosh, Western Australia • Conceptual Study of the McIntosh Flake Graphite Project completed by CSA Global highlighted scenarios of 50 ktpa, and 100 ktpa flake graphite concentrate production have the potential to be technically and financially viable • Substantial upside exists to enhance McInto
Slide 7: Target 1 JORC resource
• JORC 2012 compliant resource of 7.13Mt @ 4.73% TGC • Resource comprises approximately 20% of the strike length potential • Strong conductance values of >300S from VTEM survey
Slide 8: Exploration Target Estimate 18-25 Mt
• Exploration Target Estimate of 18 – 25 Mt @ 3.0 – 5.5% TGC • Strike length potential in excess of 1.5 kilometres • Highest grades to date (18.10%TGC) with in-situ jumbo flake >2000μm (2mm) recorded • Outcropping graphitic schist with thickening of the graphitic schist unit associated with regional
Slide 9: Exploration Target Estimate 4-6 Mt
• Exploration Target Estimate of 4 – 6 Mt @ 3.0 – 6.0% TGC • Strike length potential in excess of 1 kilometre • Thickening of the graphitic schist unit associated with regional folding • Jumbo-flake size of 500μm recorded
Slide 10: Exploration Target Estimate 30-42 Mt
• Exploration Target Estimate of 30 – 42 Mt @ 2.5 – 4.5% TGC • Strike length potential in excess of 3 kilometres • Strong conductance values of >300S from VTEM survey • Thickening of the graphitic schist unit associated with regional folding
Slide 11: Exploration Target Estimate 5-8 Mt
• Exploration Target Estimate of 5 – 8 Mt @ 2.5 – 4.5% TGC • Strike length potential in excess of 2 kilometres • Very high conductance levels at >750S from VTEM Survey • Strong potential for Copper / Nickel mineralisation • Significant historical soil geochemistry / rock chip assays
Slide 12: Coarse flake graphite from RC chips at Target 6
Coarse flake graphite from RC chips in drill hole T6GRC093 (76m) at Target 6 The photomicrograph shows a jumbo sized graphite flake which is in excess of 2,000μm (2mm)
Slide 13: McIntosh Flake v Market Leaders Synthetic Flake
McIntosh Flake v Market Leaders Synthetic Flake (Scanning Electron Microscopy) McIntosh Flake Graphite Concentrate Market Leaders Synthetic Flake Graphite Target 6 (90.5% TGC) Concentrate (90.1% TGC)
Slide 14: McIntosh work status and timeline
Status Start Finish McIntosh VTEM Supermax Survey Sept 14 Oct 14 VTEM Supermax Survey 3D interpretation - SGC Nov 14 Jan 15 Exploration Target Estimates – CSA Global Jan 15 Feb 15 Conceptual Study – CSA Global Feb 15 March 15 Resource Drilling at Targets 5 and 6 (20 – 30Mt) May 15 Aug 15 Exp
Slide 15: Additional EM anomalies at Black Rock and Panton
Additional EM anomalies at the Black Rock and Panton projects add an additional 35 km of strike Total of 50 km strike length potential for flake graphite at the combined McIntosh tenement package
Slide 16: Geumam, Taewha and Samchoek
Geumam • Indicated / Inferred resource of 5.5Mt @ 5.4% Cg for 296,000t contained graphite. • Diamond drilling completed returning thick intersections expected to add significantly to the resource base. • Close proximity to major customers within South Korea. Taewha • Inferred resource of 170,000 ton
Slide 17: Korea project status and timeline
Status Start Finish Phase 1 Drilling Program Oct 13 Nov 13 Phase 2 Drilling Program Mar 14 Aug 14 Maiden Resource Estimate at Area B June 14 Aug 14 Maiden Resource Estimate at Area C and Area E Apr 15 June 15 Geumam Scoping Study June 15 Aug 15
Slide 18: China Sciences Hengda Graphite and China Rail supply agreements
China Sciences Hengda Graphite Company (CSH) Is a leading processor of flake graphite who have successfully produced a high purity concentrate using McIntosh flake graphite during testwork CSH Supply Agreement 50,000 tonnes per annum at market contract prices (minimum $2,000 per tonne) for high puri
Slide 19: McIntosh upside and drilling plans
• Substantial upside exists at McIntosh by exploring for the medium- to jumbo- sized crystalline flake graphite at identified priority areas of Targets 3, 4, 5 and 6. • New mineralogical work indicates flake sizes range up to 500μm length, commonly >200μm at Target 6 with grades ranging up to 18.70%
Slide 20: Lamboo Resources contact details
LAMBOO RESOURCES LIMITED INTERIM CEO / ABN 27 099 098 192 HEAD OF OPERATIONS ASX : LMB Tony Cormack 0427 349 451 CORPORATE OFFICE tony@lambooresources.com Level 6, 344 Queen Street Brisbane QLD 4000 OPERATIONS OFFICE INVESTOR RELATIONS Unit 2, 7 Packard Street Ken Banks Joondalup WA 6027 0402 079 99
Slide 21: Competent Persons Statements
Competent Persons Statements – Western Australia Information in this “Company Presentation” relating to Exploration Results and geological data at the McIntosh Project has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Cormack who is a Member of the Australasian
Lamboo Resources — Investor Presentation (April 2015) on 6ix